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Sr. Relationship Manager
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Saint Petersburg, FL
JOB DESCRIPTION

Job #: 45018
Title: Sr. Relationship Manager
Job Location: Saint Petersburg, Florida - United States
Remote Job: Unknown
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Local
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Great financial institution; strong leadership; great location in downtown St. Pete, FL.

JOB DESCRIPTION

Summary of the position:
Senior Relationship Manager. The Sr Relationship Manager is a member of the Client Service organization that includes approximately 6 RMs in our downtown St. Petersburg office. The Senior Relationship Manager works with Advisors to support the day-to-day needs of our clients.

Responsibilities:
This position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to:
Processing of client and advisor requests including new accounts, transfer of assets, money movements, meeting scheduling and preparation
Supporting advisors by anticipating client needs and enabling advisors to maximize their daily activities
Providing excellent client service by performing tasks timely, accurately and with clear follow up with the client
Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications
Using problem solving skills to create solutions for clients and advisors
Coordinating with our custodians and internal team members to follow up on and execute operational items in a timely manner
Monitoring and resolving daily time sensitive activities
Utilizing internal contact management system (Salesforce) for documentation of client data and tasks
Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client

Preferred Skills/Experience:
10+ years experience in the Wealth Management industry in a similar role
RIA preferred, however big brokerage firm experience is acceptable as well
Management experience/leadership skills a positive
Ability to learn and become proficient in a fast paced, process-driven environment
Strong oral and written communication with a professional demeanor
Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite
Experience working daily with a workflow technology system (Salesforce)
Experience with Fidelity a positive
Prior experience with Salesforce and Black Diamond
Bachelor`s degree preferred

Competencies:
Attention to detail and organizational skills
Ability to handle multiple priorities and requests from advisors and clients
Persistence in follow up to accomplish objectives
Positive frame of mind with a resilient attitude

QUALIFICATIONS

Preferred Skills/Experience:
10+ years experience in the Wealth Management industry in a similar role
RIA preferred, however big brokerage firm experience is acceptable as well
Management experience/leadership skills a positive
Ability to learn and become proficient in a fast paced, process-driven environment
Strong oral and written communication with a professional demeanor
Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite
Experience working daily with a workflow technology system (Salesforce)
Experience with Fidelity a positive
Prior experience with Salesforce and Black Diamond
Bachelor`s degree preferred

Competencies:
Attention to detail and organizational skills
Ability to handle multiple priorities and requests from advisors and clients
Persistence in follow up to accomplish objectives
Positive frame of mind with a resilient attitude

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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